Manna Wealth Management offers investment management services on both a discretionary and non-discretionary basis. Financial planning is included with all portfolio management services at no additional charge. Manna creates investment strategies tailored to each client's goals and objectives. Manna's managing principal owner, David Kassir, has experience in wealth management, investment strategies, and financial planning.
Fee Structure
Manna Wealth Management charges an annual investment advisory fee between 0.0% and 2.75% of the total value of your portfolio. The exact fee is negotiable and depends on factors like your relationship with Manna, the type and amount of assets, and any related accounts. Fees are billed quarterly in advance. If you close your account mid-quarter, you'll receive a prorated refund of any unearned fees.